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Largo Inc T.LGO

Alternate Symbol(s):  LGO

Largo Inc. is a Canada-based producer and supplier of vanadium products. The Company’s segments include sales & trading, mine properties, corporate, exploration and evaluation properties (E&E properties), Largo Clean Energy and Largo Physical Vanadium. Its VPURE and VPURE+ products, which are sourced from one of the vanadium deposits at the Company's Maracas Menchen Mine in Brazil. The Company is also focused on the advancement of renewable energy storage solutions through Largo Clean Energy and its vanadium redox flow battery technology (VRFB). The Company is also engaged in the process of implementing a titanium dioxide pigment plant using feedstock sourced from its existing operations, in addition to advancing its United States-based clean energy division with its VCHARGE vanadium batteries. VPURE+ Flakes are used in the production of master alloys, where it provides high strength-to-weight ratios for the titanium alloy and aerospace industries.


TSX:LGO - Post by User

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Post by kha341on May 10, 2023 8:04pm
208 Views
Post# 35442093

Paul Vollant

Paul Vollant

 


Including Q1-23, Largo has missed the analyst EPS consensus 6 out of 7 periods. The share prices have sunk like a stone from C$21.50 on April 1st 2021 to the current C$6.00 range. And Paul Vollant gets rewarded with a promotion to "Chief Commercial Officer in order to oversee all sales and strategic business development efforts related to the commodity division of the Company. His promotion reflects an unwavering commitment and support of the Company's sales efforts to date, including the establishment and oversight of Largo's sales and trading department".

So the company has lost ~70% of its value in a straight downward line and the guy in charge of sales gets a performance-based reward? Is Largo saying that without Vollant’s “unwavering”support / performance the company’s stock would be valued even lower than the current toilet level? Is Largo saying that Vollant’s “unwavering” support / performance has saved the company from the possibility of going belly up?  

During the off-take agreement area Largo’s sales were under the total control of Glencore. Now after acquiring the long awaited commercial independence Largo has no choice but eat out Vollant's hand while the company’s value continues to  drop like a stone and the sales guidance continues to be revised downward? Not a good sign, is it? 

I for one see Vollant’s promotion more as bad news than anything else. But it’s just me.

DYODD


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